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          ivari
          200-5000 Yonge Street
          Toronto, Ontario M2N 7E9
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          Please use this mailing address for all policy-related correspondence

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          ivari
          P.O. Box 4241, Station A
          Toronto, ON M5W 5R3
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        • Toll free: 1-800-846-5970

          For general inquiries:
          [email protected]

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  • Got a question?
  • Products
        • Insurance
          • Overview
          • Universal life insurance
          • Term insurance
          • Critical illness insurance
          • Insurance planning
        • Value-added benefits
          • Maple Virtual Healthcare
        • Investments
          • Annuities
          • Inforce products
  • Resources
        • FAQ
          • How do I
          • Making a claim
          • The ivari claims experience
          • Payment options
          • Forms & guides
          • Good reads
        • Tools
          • ivari digital tools
          • My ivari
          • My Insurance View
          • Wellness quiz
          • Financial challenge quiz
          • Send documents
          • Online change forms
        • Financial quick links
          • Fund facts & performance updates
          • Rates of return & prices
          • Fund code finder
          • Segregated fund financial statements
  • About ivari
        • Contact
        • Main reception
          416-883-5000

          Corporate mailing address
          ivari
          200-5000 Yonge Street
          Toronto, Ontario M2N 7E9
        • Policy-related contact
        • Are you a policyholder with ivari?
          Please use this mailing address for all policy-related correspondence

          Policy-related mailing address
          ivari
          P.O. Box 4241, Station A
          Toronto, ON M5W 5R3
        • Customer service
        • Toll free: 1-800-846-5970

          For general inquiries:
          [email protected]

          Need to send us something?
          Send requests securely
        • About us
          • Company information
          • News
          • Careers
          • New to ivari
          • Contact us

We’d like to take this opportunity to thank you for your business and support, and to wish you and your team all the very best for the rest of the year and the upcoming holiday season. We look forward to another rewarding year of doing business with you in 2023. For your convenience, we have included a summary of our company’s service and processing availability during the holiday season.

Holiday schedule

Our offices are closed for statutory holidays on December 26 and 27, as well as January 2.

WFG ROCKS Call Centre

We will be closed on December 26 and 27, as well as January 2. On December 23 and December 30, we will be open until 4:00 p.m.

Other than that, there are no exceptions to our standard service hours of 8:00 a.m. to 7:00 p.m. ET.

New Business year-end processing

Important deadlines for new business

To help you settle your pending insurance business before year end, please note the following key dates and guidelines.

Key Process & Date
Written New Business
December 30
All new business applications, including eApplications, conversions and replacements, received in good order by 12:00 p.m. ET on December 30 will be processed and considered as written business in 2022.
Settling Requirements
January 3
If all delivery requirements are received in good order by 5:00p.m. ET on January 3 2023, we guarantee the case will be settled in 2022.

Please note: Subsequent to the above, settlement cutoff on Friday, December 30 will be at 3:00 p.m. ET.

To expedite the types of cases listed below, please email [email protected] prior to the 3:00 p.m. ET cut-off time:

  • Promotion Runs
    Please contact your Sales Director to see if you qualify for promotion run support.
  • Special cases
    Rush cases that require immediate attention to expedite them through the process.
  • Speedy settlement
    If the Underwriter approves a policy for issue and the only outstanding requirement is the initial premium, you can accelerate the settlement of the policy by obtaining a written request from your client to withdraw the initial premium from their bank account.
  • Grouped files
    Request for grouped files to be issued separately.

Policy delivery requirements – on webcappow!

You can accelerate the settlement of your new business policies by uploading the delivery requirements on webcappow:

  • Directly through the client page under the Delivery Requirements section. Read more
  • Through ivari’s end-to-end eDelivery process. Read more

Transaction processing deadlines for Inforce Life and Investment Products

Note: You can securely submit in force Life and Investment Product transactions online by using our Send Documents tool.

Key Date Deadline
December 23 To ensure that transactions receive the trade date of December 23:

  • Transactions for Life and Investment Products must be received by 3:00 p.m. ET
  • Wire transactions for Investment Products must be received by 4:00 p.m. ET

If trades are received in good order after this cut-off time, the transaction will receive the trade date of the next business day, December 28.

December 30 To ensure that transactions receive the trade date of December 30:

  • Transactions for Life and Investment Products must be received by 3:00 p.m. ET
  • Wire transactions for Investment Products must be received by 4:00 p.m. ET

If trades are received in good order after these cut-off times, the transaction will receive the trade date of the next business day, January 3.

January 3 Business as usual.

Note wire trades – FundSERV holiday hours:

December 26 & 27 – Closed
January 2 – Closed

Accessing information on ivari.ca

The ivari.ca site will be available throughout the holiday season.

webcappow

Access to webcappow will be subject to system availability and may be impacted by year-end processing.

Marketing materials

If you don’t already have the ivari app…Get it today!

Looking for the latest ivari marketing materials? Need to look up a policy status, but aren’t at a computer? Want to access webcappow, but aren’t at your desk? You can access all these tools and much more at your fingertips with the new ivari mobile app.

Simply visit our website to get your access code, then download the app and instantly access everything ivari on your phone.

Regular business hours of 8:00 a.m. to 5:00 p.m. ET apply for any dates not listed.

Published on: November 23, 2022

ivari logo

P.O. Box 4241, Station A
Toronto, ON M5W 5R3

416-883-5000 . Telephone
1-800-846-5970 . Toll free
[email protected]

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ivari is a member of Assuris. Assuris is the not for profit organization that protects Canadian policyholders in the unlikely event that their life and health insurance company fails. Details about Assuris protection are available at www.assuris.ca.

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